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Name Holding Trade Value Shares
Change
Change in
Stake
MFP
2051
Meramec Financial Planners
Missouri
$69.1K +$65.4K +400 New
FMB
2052
Field & Main Bank
Kentucky
$68K – – –
OC
2053
Optima Capital
Oregon
$67.9K +$69.3K +424 New
DAM
2054
Delta Asset Management
Tennessee
$66.6K – – –
SEP
2055
Signature Equity Partners
Ohio
$65.8K +$67.2K +411 New
ACA
2056
American Capital Advisory
Idaho
$65.4K +$327 +2 +0.5%
BWM
2057
Bernard Wealth Management
Michigan
$65K – – –
CMA
2058
Cedar Mountain Advisors
Oregon
$64.7K – – –
QL
2059
Quarry LP
New York
$64K -$236K -1,442 -78%
SC
2060
Steph & Co
Wisconsin
$64K – – –
VFM
2061
Vision Financial Markets
Connecticut
$64K – – –
WOSD
2062
WFA of San Diego
California
$64K – – –
CWA
2063
Carolina Wealth Advisors
South Carolina
$62.1K -$15.7K -96 -20%
FPB
2064
First PREMIER Bank
South Dakota
$61K – – –
POIA
2065
Pin Oak Investment Advisors
Texas
$58K -$12.3K -75 -18%
KBFS
2066
Kohmann Bosshard Financial Services
Ohio
$57.3K +$58.5K +358 New
VWA
2067
Valued Wealth Advisors
Utah
$57.1K +$327 +2 +0.6%
BBPWM
2068
Blue Bell Private Wealth Management
Pennsylvania
$56.7K – – –
GWM
2069
Gilpin Wealth Management
Colorado
$56K +$57.2K +350 New
CMP
2070
Coston McIsaac & Partners
Maine
$56K -$20.8K -127 -27%
OAJ
2071
Ogorek Anthony Joseph
New York
$56K -$7.2K -44 -11%
API
2072
Asset Planning Inc
California
$54.6K +$164 +1 +0.3%
PWMG
2073
Prestige Wealth Management Group
New Jersey
$54.6K – – –
VWA
2074
VSM Wealth Advisory
Maryland
$54.5K – – –
SC
2075
Stephens Consulting
Michigan
$54.4K – – –